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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Stephen Eggert (CRD# 7135628) is an Investment Advisor Representative working at Edward Jones in Conroe, TX and has over 4 years of experience in the finance industry.
Matthew Frost (CRD# 7249298) is an Investment Advisor Representative working at Astoria Strategic Wealth, Inc. in Conroe, TX and has over 3 years of experience in the finance industry. Matthew Frost has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jesse Geary (CRD# 7342655) is an Investment Advisor Representative working at Geddi Capital LLC in Conroe, TX and has over 3 years of experience in the finance industry.
Daniel Helmer (CRD# 5463006) is an Investment Advisor Representative working at Lpl Financial LLC in Conroe, TX and has over 15 years of experience in the finance industry.
Brandi Hernandez Acevedo (CRD# 7111909) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Conroe, TX and has over 5 years of experience in the finance industry.
Wade Hollis (CRD# 7363782) is an Investment Advisor Representative working at Edward Jones in Conroe, TX and has over 2 years of experience in the finance industry.
Joshua Jurek (CRD# 7670990) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Conroe, TX and has 1 year of experience in the finance industry.
Catherine Kuznicki (CRD# 2396566) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Conroe, TX and has over 30 years of experience in the finance industry.
April Roberts (CRD# 4130250) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Conroe, TX and has over 22 years of experience in the finance industry.
Sonja Simmons (CRD# 4431625) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Conroe, TX and has 1 year of experience in the finance industry.